Bradley Hostetler is a Series 65-licensed financial advisor with 26 years of industry experience. He is the principal of HD Pinnacle Advisors, Ltd., where he has worked since 1999. In addition to his advisory role, Hostetler is a CPA with Riester, Lump & Burton, a separate accounting firm. HD Pinnacle Advisors serves retirement plan sponsors, trusts, corporations, and private clients by providing wealth management and financial planning services as a co-adviser. The firm offers investment advisory input, client coordination, and independent manager selection without directly managing client assets.

Maureen O'hara Ganz is a Series 65-licensed financial advisor with 25 years of industry experience. She is a partner at Robert J. Lehew & Associates, Inc., a CPA and accounting services firm where she has worked since 1984, and she has been with R & M Consultants, Ltd. since 2016. Outside of her advisory roles, Ganz owns and operates Ganz Farms Percherons, where she raises, trains, and shows horses. R & M Consultants, Ltd. functions primarily as a co-advisor supporting institutional and pooled-account clients, offering wealth management, financial planning, and retirement plan consulting services. The firm’s approach includes household-level allocation, tax-loss harvesting, and independent manager selection, with asset management and custody handled by its co-adviser partner.

David Shealy is a financial advisor at Shealy/Pinnacle Advisors, Ltd. with 21 years of industry experience. He holds a Series 65 designation and concurrently works full-time as a CPA with Citrin Cooperman, a non-investment related accounting firm. His career includes roles at HW&Co. CPAs and Advisors and the Shealy Group. Shealy/Pinnacle Advisors Ltd. serves institutional and private clients through co-advisory arrangements and retirement plan consulting, providing wealth management, financial planning, and trustee-focused trust services. The firm emphasizes retirement plan consulting and offers ongoing monitoring and oversight of independent investment managers while partnering with an SEC-registered adviser for day-to-day portfolio management.

Derek Fike is a financial advisor at KM&M PINNACLE, Ltd. with eight years of industry experience. He holds a Series 65 designation and has worked with KM&M CPAs since 2005. Outside of advising, he is a partner in a payroll processing company. KM&M Pinnacle serves individuals, trusts, retirement plans, and corporate clients by combining wealth management, financial planning, and trust services. The firm delivers portfolio management through co-advisory relationships with SEC-registered advisers and integrates tax, accounting, and trust capabilities through its affiliations with CPA firms and related business interests.

Lawrence Morrison is a financial advisor with KM&M Pinnacle, Ltd. holding a Series 65 credential and over 26 years of industry experience. His background includes a wide range of business interests dating back to 1981, including roles in CPA firms, consulting, insurance, and various operating companies. KM&M Pinnacle operates as a state-registered co-advisor serving individuals, trusts, retirement plans, and corporate clients with wealth management, financial planning, retirement plan consulting, and trust services. The firm integrates tax, accounting, and trust capabilities through affiliations with CPA firms and related businesses, delivering investment management primarily via its relationship with an SEC-registered adviser.

Richard Kleshinski is a financial advisor with KM&M Pinnacle, Ltd., holding the PFS™ designation and Series 65 registration, with 26 years of industry experience. He has served in various roles including Vice President of Pinnacle Family Office, LLC and is a CPA at Kleshinski, Morrison & Morris. He is also a shareholder in a healthcare technology firm and a partner in business real estate ventures. KM&M Pinnacle is a state-registered co-advisor serving individuals, trusts, retirement plans, and corporate clients by combining financial planning with investment advisory services through a co-advisory model. The firm integrates tax, accounting, and trust capabilities, offering wealth management and retirement plan consulting alongside discretionary portfolio management handled by affiliated SEC-registered advisers.

Thomas Brown is a financial advisor at Spreng Capital Management, Inc. with 19 years of industry experience. He holds a Series 63 designation and has been with Spreng Capital Management since 2010. Brown is also the owner of Thomas Brown Accounting, a CPA practice he has managed since 2001. Spreng Capital Management provides investment supervisory services and limited-scope financial planning to individuals, trusts, business entities, and qualified retirement plans. The firm manages approximately $300 million in discretionary assets across a three-advisor team, focusing on strategic asset allocation and long-term, buy-and-hold portfolios tailored to client objectives.

James Spreng is a financial advisor at Spreng Capital Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Spreng Capital Management since 2010. Spreng Capital Management is a registered investment adviser serving individuals, trusts, business entities, and qualified retirement plans. The firm manages approximately $300 million in discretionary assets and focuses on strategic asset allocation with long-term, buy-and-hold portfolios using equities, mutual funds, and ETFs tailored to clients’ growth, income, or blended objectives.

George Andress III is a financial advisor with KM&M PINNACLE, Ltd. in Mansfield, OH, holding a Series 65 designation and nine years of industry experience. He has been associated with KM&M CPAs since 2009. Outside of his advisory role, he is a partner in a real estate rental company. KM&M Pinnacle operates as a state-registered co-advisor serving individuals, trusts, retirement plans, and corporate clients through wealth management, financial planning, retirement consulting, and trust services. The firm delivers portfolio management via an affiliated SEC-registered investment adviser and integrates tax, accounting, and trust capabilities through its CPA firm affiliations.

Anne Spreng Cole is a Series 65-licensed financial advisor with Spreng Capital Management, Inc. She has 17 years of prior experience at Park National Bank and has been with Spreng Capital since 2023. Outside of her advisory role, she is the sole owner of several non-investment farming and real estate businesses. Spreng Capital Management provides investment supervisory services and limited-scope financial planning to individuals, trusts, business entities, and qualified retirement plans. The firm manages approximately $300 million in discretionary assets across a three-advisor team and emphasizes strategic asset allocation with long-term, buy-and-hold portfolios tailored to clients' growth, income, or blended objectives.

Blake Rudolph is a financial advisor with Pinnacle Advisors in Mansfield, OH, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at W&S Brokerage Services and Western and Southern Life, as well as work outside finance with Door Dash and Evans Landscaping. Pinnacle Advisors is a multi-team SEC-registered wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers integrated financial planning and portfolio management through formal Wealth Management Programs and provides retirement plan consulting, trust services, and a range of institutional partnerships.

Richard Kammer is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Pinnacle Advisors with three years of industry experience. His prior roles include positions at Cornerstone Wealth Management, Howard Hanna, and Leviathan Group LLC. Pinnacle Advisors is an SEC-registered multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers integrated financial planning and portfolio management through formal Wealth Management Programs and provides retirement plan consulting, trust wealth management, and performance reporting services.

Gregory Spickard is a financial advisor at Pinnacle Advisors with seven years of industry experience. He holds a Series 65 designation and previously worked at Bullseye Investment Management, LLC. In addition to his advisory role, he is the president and co-owner of Virtus Fiduciary Consulting, a firm that provides consulting services to retirement plan sponsors. Pinnacle Advisors is a multi-team wealth management firm serving individual and high-net-worth clients through comprehensive financial planning, investment advisory, and retirement plan consulting services. The firm combines portfolio management with integrated planning and offers specialized programs and fiduciary services.

Andrew Young is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. in Mansfield, OH, with six years of industry experience. He holds a Series 65 designation and previously worked at JP Morgan Chase & Co. and Huntington Bank. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $713 million in client assets and uses a combination of in-house portfolio management, third-party platforms, and quantitative analysis with a long-term trading orientation.

Benjamin Allen is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. in Dublin, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Whitaker-Myers in 2024, he worked at Young Life for seven years and CITCO Water for one year. Whitaker-Myers Wealth Managers, Ltd. offers investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs modern portfolio theory and quantitative analysis with a long-term trading focus, managing approximately $713 million in client assets across more than 3,200 households.

Robert Danuloff is a financial advisor at Pinnacle Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Kestra Advisory Services, Kestra Investment Services, and Sterne Agee Financial Services. Danuloff serves as Treasurer on the Board of the Mansfield Noon Optimist Club. Pinnacle Advisors is a multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers integrated financial planning and investment advisory services through formal Wealth Management Programs, combining discretionary portfolio management with tax-efficient strategies and access to independent managers.

Alex Kulka is a financial advisor with Pinnacle Advisors in Mansfield, Ohio, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Invicta Capital, TRUSTMONT FINANCIAL GROUP, and ESB Investments. He is a passive owner of ESB W&I LLC, an investment-related firm. Pinnacle Advisors is a multi-team wealth management firm serving individual and high-net-worth clients with services that include financial planning, investment advisory, trust wealth management, and retirement plan consulting. The firm combines portfolio management with integrated planning through formal Wealth Management Programs and operates a retirement plan consulting division that provides ERISA fiduciary advice and trustee services.

Logan Doup is a CFP® and Series 65-registered advisor at Whitaker-Myers Wealth Managers, Ltd. with four years of industry experience. Prior to joining Whitaker-Myers in 2021, he worked at Avita Health Systems and OhioHealth Hospitals. Outside of his advisory work, he operates a hobby farm where he sells honey and garlic. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $713 million in assets, serving over 3,200 households, and employs a disciplined investment approach combining modern portfolio theory with quantitative analysis and a long-term trading orientation.

Allen Sykes is a CFP® professional with nine years of industry experience, currently serving at Pinnacle Advisors in Mansfield, OH. He has been with Pinnacle Wealth Planning Services, Inc. since 2011. Pinnacle Advisors is a multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers integrated financial planning and portfolio management through formal Wealth Management Programs and provides retirement plan consulting, trust services, and access to a network of affiliated professionals.

Ethan Barry is a financial advisor with Whitaker-Myers Wealth Managers, Ltd., holding a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked at Lowe's and spent time at Kent State University and Mansfield Christian Schools. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm applies modern portfolio theory and quantitative analysis with a long-term trading orientation, managing approximately $713 million in client assets across more than 3,200 households.